HCC
ETFC

Hirtle Callaghan & Co’s E*Trade Financial Corporation ETFC Stock Holding History

Hirtle Callaghan & Co’s Portfolio ETFC Stock Details ETFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-19
Closed – – 663
2013
Q3 		$0 Buy
+19
New +$283 ﹤0.01% 639

Other funds holding ETFC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

Hirtle Callaghan & Co's ETFC Position: Q4 2013 in Review

Hirtle Callaghan & Co sold out of E*Trade Financial Corporation (ETFC) in Q4 2013, closing a stake of 19 shares.

Hirtle Callaghan & Co first reported a position in ETFC in Q3 2013 and held it in 1 quarter. The position peaked at $0 in Q3 2013. 294 funds tracked by Wall St. Rank hold ETFC as of Q4 2013.

  • Hirtle Callaghan & Co reported no remaining E*Trade Financial Corporation position as of Q4 2013 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 19 E*Trade Financial Corporation shares in Q4 2013.
  • Hirtle Callaghan & Co first reported a position in E*Trade Financial Corporation in Q3 2013 and held it in 1 quarter.
  • Hirtle Callaghan & Co's E*Trade Financial Corporation position peaked at $0 in Q3 2013.
  • 294 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2013.

Based on Hirtle Callaghan & Co's 13F filing for Q4 2013, filed 29 Jan 2014.